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iShares Russell Mid-Cap Growth ETF

323 hedge funds and large institutions have $3.63B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 15

105% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.3M

45% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $2.96B → $3.63B (+$663M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 276323 (+47)

5.12% more ownership

Funds ownership: 120.78%125.9% (+5.1%)

Holders
323
Holders Change
+47
Holders Change %
+17.03%
% of All Funds
8.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
66
Increased
113
Reduced
78
Closed
15
Calls
$2.68M
Puts
$1.3M
Net Calls
+$1.37M
Net Calls Change
+$761K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
101
Advisors Preferred
Maryland
$2.47M +$2.4M +53,060 New
HighTower Advisors
102
HighTower Advisors
Illinois
$2.33M +$399K +8,832 +22%
DLHL
103
Donald L. Hagan LLC
Florida
$2.3M +$2.23M +49,410 New
Barclays
104
Barclays
United Kingdom
$2.27M +$389K +8,610 +21%
1IA
105
1834 Investment Advisors
Wisconsin
$2.18M -$4.52K -100 -0.2%
AB
106
Atlas Brown
Kentucky
$2.1M -$95.5K -2,112 -4%
UCFA
107
United Capital Financial Advisors
Texas
$2.08M +$585K +12,936 +41%
ONB
108
Old National Bancorp
Indiana
$2.07M +$942K +20,830 +89%
MCM
109
MV Capital Management
Maryland
$2.04M +$1.98M +43,840 New
WCM
110
Weatherstone Capital Management
Colorado
$2.01M +$1.95M +43,076 New
Deutsche Bank
111
Deutsche Bank
Germany
$1.95M -$12K -266 -0.6%
CL
112
Choreo LLC
Illinois
$1.93M +$12.2K +270 +0.7%
CM
113
Churchill Management
California
$1.87M -$33.9K -750 -2%
CC
114
Courier Capital
New York
$1.87M +$1.27K +28 +0.1%
BJL
115
Brighton Jones LLC
Washington
$1.83M +$35.3K +780 +2%
OC
116
Oppenheimer & Co
New York
$1.8M -$65.2K -1,442 -4%
CIG
117
Consolidated Investment Group
Colorado
$1.69M
NCMW
118
Northern Capital Management (Wisconsin)
Wisconsin
$1.67M -$43K -950 -3%
Calamos Advisors
119
Calamos Advisors
Illinois
$1.66M +$1.61M +35,600 New
Stifel Financial
120
Stifel Financial
Missouri
$1.65M +$59.3K +1,312 +4%
Creative Planning
121
Creative Planning
Kansas
$1.51M +$182K +4,024 +14%
GT
122
Glenmede Trust
Pennsylvania
$1.48M +$419K +9,270 +41%
FA
123
FCG Advisors
New Jersey
$1.46M -$661K -14,616 -32%
VFS
124
VSR Financial Services
Kansas
$1.45M +$65.1K +1,440 +5%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$1.41M -$124K -2,734 -8%